frontier markets
10 Posts
David Larrabee, CFA, rounds up the most interesting reads for equity investors from the last couple weeks. Read more
Leave a Comment
Continued central bank accommodation and a growing consensus that global economic conditions may be improving have combined to push equity indices higher at the start of the year. As we enter the heart of earnings season, investors will undoubtedly be looking for confirmation from the corporate sector. Time will tell if the recent rush of enthusiasm on the part of investors will be rewarded. Read more
Leave a Comment
As the third quarter came to a close, we suggested that the prevailing bullish stock market sentiment may fade as earnings were reported. Well, corporate earnings have taken center stage in recent weeks and generally disappointing results and lowered guidance have, in fact, prompted equity investors to head for the exits. Further constraining risk appetites are the looming fiscal cliff in the US, recession in Europe, and continued uncertainty in Asia Pacific. US equity investors can also be expected to stay on edge through the upcoming presidential election. Read more
Leave a Comment
Top posts from last month included articles on JPMorgan Chase’s $2 billion loss, recent 13F filings, and the opportunities in frontier markets. Read more
Leave a Comment
Frontier markets are often thought of as inhospitable investing outposts where corruption abounds and investors face outsized risks. Notwithstanding, the safety and integrity of frontier markets has greatly improved over the past decade, and their growing popularity with professional investors is testament to the fact that the risk-adjusted returns offered by frontier markets are indeed attractive. Read more
4 Comments
Development Partners International’s Runa Alam dispels six myths about investing in Africa and makes a compelling argument for the continent’s frontier markets. Read more
2 Comments
Because many emerging markets are either commodity producers or exporters, it seemed likely to me that emerging markets would be beholden to the health of the developed (importing) world — which of course has massive excess debt. While this is certainly true for some markets, I was pleasantly surprised to learn that the scope of opportunity in emerging markets is much larger than I had expected. Read more
Leave a Comment
The world population has surpassed 7 billion people. As inhabitants of Earth first, and investors second, should we be concerned? According to economist and demographer Richard Hokenson the answer is no. Instead, we should be concerned that the world population is projected to shrink as it ages — and as a result the global labor force will soon be declining. Read more
Leave a Comment
The famed hockey player Wayne Gretzky once said, “A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.” Frontier markets — especially those in Africa — are where alpha is going to be. Read more
2 Comments